Shah CPA Firm, PLLC

🕉 Om Namo Arihantanam. I love you Dad and miss you 🙏.

To My Dad's Clients,

I write to provide some reassurance 👍 of continuity of tax preparation service of your accountant and my father, Lalit Shah. 🙏 He asked me to continue to provide you with exceptional service through my own firm, Shah CPA Firm, PLLC. I am committed to making his wishes true and make this transition seamless as possible. I want to honor the many years my father has been providing accounting services to you.

A practice that began 40+ years ago. My father’s practice evolved to one of the more successful 💪 tax practices in the area, and it was because of trusting clients like you. Thank you. 🙏 The firm’s success was built on his dedication, deep knowledge of the tax code, and his knack of thinking outside the box 📦. I learned so much from my father.   

I followed in my father’s footsteps 👣 and established my own practice back in 2009, which also serves hundreds of Rochester-area clients. As a CPA, an Attorney, and MBA, I can offer clients a depth of knowledge, skill, and business acumen that very few practitioners can match. 

I graduated 🎓 with a BA from the University of Rochester, an MBA from Cornell University, and a JD from Washington University in St. Louis. As a Certified Public Accountant, I am able to prepare taxes in all 50 states. 

Taken together, I am uniquely positioned to serve the financial, estate planning, and business needs of my clients. www.penfieldtax.com

• Continuity of your tax returns. Tax returns do not operate in silos. Meaning, there are often carryovers from one year to the next. If these are missed, you can lose tax benefits forever and risk misrepresenting your tax return. Transitioning to my practice will be seamless, as all tax data of your file will be transferred over perfectly 👌.

• Client Education. An educated client makes for a better tax return. I walk through the final tax return with my clients and hit on the main tax concepts that are relevant to your situation - often using my white board 📋. This way you can ask more substantive questions and make proactive steps to improve your tax return year over year.

Of course you can call me. You should know, however, Cathy can be reached at 585-377-0700.

Writing for my father 🫶 , Lalit Shah. I love you ❤️.

Neeraj Shah, Esq., MBA, CPA

HAT TRICK 🏒

Sometimes I feel like I scored a hat trick! As a CPA, an attorney, and MBA, I can offer clients a depth of knowledge, skill, and business acumen that very few practitioners can match. For example, when forming new businesses, I educate my clients on both risk mitigation and potential tax consequences. When formulating an estate plan, I do a deep dive into the client's balance sheet. Other attorneys engage me to prepare transfer tax returns such as estate tax or gift 🎁 tax returns.​​ 

You can see how my CPA practice and law practice dovetail nicely with each other. The accounting firm is legacy second generation strong. I work hard to build a long-term trusting relationship with my clients.